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On a fine November day, the Securities and Exchange Commission unveiled Eminence Capital’s latest filings, revealing a strategic augmentation of their holdings in Workiva (WK 0.48%). This act of financial bravado has elevated their ownership to a princely total of 3.72 million shares, valued at a remarkable $320.52 million as of September 30-a date on which the market held its breath.

On November 14, the SEC’s filings revealed Mountaineer’s pruning of its position in Everus by 36,374 shares, reducing its holdings to 169,844 shares valued at $14.56 million. This act, though seemingly minor, echoes the gestures of scholars in the Library of Babel, who, upon discovering a volume of gold, might hesitate before adding it to their shelves. The fund’s $264.03 million in U.S. equity assets now rests across 36 positions, with Everus comprising 5.5% of its reportable AUM-a figure that suggests neither abandonment nor adoration, but a calculus of balance.

Let us parse this diabolical arithmetic:

• The conjured sum: ~$1.5 million (at $16.49 per share, a figure whispered to be the weighted average of market murmurs)
• Direct holdings post-ritual: 28,703,585 shares (valued at ~$473.3 million, though gold has a habit of evaporating in these times)
• Indirect holdings (concealed within the mists of Ice Vulcan Holding Limited): 9,615,297 shares, untouched by mortal hands

On November 13, McGowan Group did the financial equivalent of tidying your closet and accidentally throwing out your favorite sweater. They sold 319,882 shares of DSL, reducing their stake to 2.91 million. The fund’s market value now sits at $35.69 million. It’s like watching someone lose a bet they didn’t even know they were making.

Industrial bellwether Boeing (BA +0.81%) gained around 0.6% as industrials outperformed, while healthcare insurer Molina Healthcare (MOH +2.47%) jumped roughly 2.5% on positive investor commentary; semiconductor name AXT (AXTI +8.29%) and bank OceanFirst Financial (OCFC 6.66%) also featured among notable individual movers, contributing to mixed breadth. A dividend hunter’s dream? Not quite-unless you’re betting on the next quarterly payout.

Both chase dividend growers, but VIG is a wide-eyed optimist with a tech obsession, while NOBL is a grizzled veteran who only trusts names that have survived 25 years of rain and war.